Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,286 | $72,465+140.5% | $67,575+157.9% | $145,884+19.5% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 10.76% | 7222.56%-7211.8pp | 3528.98%-3518.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $6,473 | $3,074+110.6% | $2,736+136.6% | $4,662+38.8% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,824 | $5,515+114.4% | $3,993+196.1% | $13,392-11.7% |